Polaris Capital Management, LLC (PCM) provides global and international equity asset management to institutions and high-net-worth individuals. Investment strategies are offered through separate accounts, mutual funds, limited partnerships, collective investment trusts, and an Irish domiciled ICAV. Clients can set investment guidelines, such as limiting exposure in emerging markets or restricting certain investments. Portfolios are managed based on a designated equity strategy.
Assets Under Management$5.5B
Clients24
Advisors4
Avg. per Client$230M
Avg. per Advisor$1.4B
Fee Structure
Minimum Investment:$100M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees and minimum account sizes may be negotiated. Fee schedule does not include custody fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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